New Insight Wealth Advisors’s Rivian RIVN Stock Holding History

New Insight Wealth Advisors’s Portfolio RIVN Stock Details RIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.21M	Buy	146,564 +70,400	+92%	+$1.13M	0.79%	32
2025 Q4	$1.5M	Sell	76,164 -4,290	-5%	-$68.1K	0.54%	41
2025 Q3	$1.18M	Sell	80,454 -4,880	-6%	-$65.4K	0.44%	42
2025 Q2	$1.17M	Sell	85,334 -2,902	-3%	-$39.4K	0.48%	38
2025 Q1	$1.1M	Buy	88,236 +11,141	+14%	+$140K	0.5%	39
2024 Q4	$1.03M	Sell	77,095 -7,608	-9%	-$87.6K	0.51%	35
2024 Q3	$950K	Sell	84,703 -1,791	-2%	-$25.7K	0.5%	34
2024 Q2	$1.16M	Buy	86,494 +2,849	+3%	+$29.8K	0.68%	30
2024 Q1	$916K	Buy	83,645 +39,220	+88%	+$565K	0.57%	36
2023 Q4	$1.04M	Buy	+44,425	New	+$835K	0.7%	30

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return